Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.8B
32M shares
52-week range
$12.50 – $79.08
56% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
P/S (TTM)
2.0
EV / FCF (TTM)
5326
Bandwidth Inc is cloud-based communications platform-as-a-service (CPaaS) provider that enables enterprises to create, scale and operate voice or messaging communications services across any mobile application or connected device. Company earns revenue through the sale of communications services offered through Application Programming Interface software solutions to enterprise customers. The majority of its revenue is generated from usage-based fees that includes voice communication and messaging communication that traverse the platform and network.
www.bandwidth.comNo one on the platform currently holds BAND.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 644,981 | $11.5M |
No one on the platform has traded BAND yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 0.7% | 17.0% | ||||
| Profit Margin % | -1.7% | -1.5% | 0.8% | |||
| Free Cash Flow Margin % | 8.9% | 2.7% | 0.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +11.0% on the P/E track.
At today's price, your expected annual return is +16.7% on the P/E track.
At today's price, your expected annual return is +22.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $906M | +20.1% | $1.75 | $1.73–$1.77 | 28.5× | 3 |
| 2027 | $946M | +4.5% | $1.94 | $1.69–$2.09 | 25.7× | 3 |
| 2028 | $1.1B | +20.2% | $2.90 | $2.83–$2.97 | 17.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $0.37 | $0.37 | +1.3% |
| 2026-04-30 | $0.32 | $0.38 | +18.8% |
| 2026-02-19 | $0.35 | $0.35 | +0.0% |
| 2025-10-30 | $0.38 | $0.36 | -5.3% |
| 2025-07-29 | $0.32 | $0.38 | +18.8% |
| 2025-05-07 | $0.29 | $0.36 | +24.1% |
| 2025-02-20 | $0.38 | $0.37 | -2.6% |
| 2024-10-31 | $0.34 | $0.43 | +26.5% |
| $377M |
| — |
| DAVAEndava plc | $3.00 | +3.09% | $161M | — |
| GRRRGorilla Technology Group Inc. | $13.22 | -2.72% | $328M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BAND just checked option Oi for Friday's expiration, not a lot anywhere. Largest position I see is the 45p 2.51k. shouldn't be enough to act as a gamma 🧲 I hope 😁 long
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$SRPT Must read article if you are heavily invested here and feeling your weekend is coming and your mind is not on hugging you kids / grandkids/ dog or yourself but on your accounts. Investors in this particular ticker remind me of my $BAND and $ARWR and $MRNABETS just to name a few. investing in small biotech requires the need and desire to embrace uncomfortable situations. The feelings of torture, dismay and depression are all positive signs in today’s algo trading world. We have seen it time and time again but we have poor short term memories and forget the lessons. Enjoy and desire the need to bend over and get jacked in the a$shole. It means goodness is around the corner. 😌 btw. No margin please 🙏. Makes the above very difficult to see play out. I sold band this past year from $50’s to $70’s. Every time I bought the mudhaphukka at $13 I imagined I was getting an immediate $30 return (my most conservative base case)
View on StockTwits ↗$IOVA Must read article if you are heavily invested here and feeling your weekend is coming and your mind is not on hugging you kids / grandkids/ dog or yourself but on your accounts. Investors in this particular ticker remind me of my $BAND and $ARWR and $MRNABETS just to name a few. investing in small biotech requires the need and desire to embrace uncomfortable situations. The feelings of torture, dismay and depression are all positive signs in today’s algo trading world. We have seen it time and time again but we have poor short term memories and forget the lessons. Enjoy and desire the need to bend over and get jacked in the a$shole. It means goodness is around the corner. 😌 btw. No margin please 🙏. Makes the above very difficult to see play out. I sold band this past year from $50’s to $70’s. Every time I bought the mudhaphukka at $13 I imagined I was getting an immediate $30 return (my most conservative base case)
View on StockTwits ↗$KURA Must read article if you are heavily invested here and feeling your weekend is coming and your mind is not on hugging you kids / grandkids/ dog or yourself but on your accounts. Investors in this particular ticker remind me of my $BAND and $ARWR and $MRNABETS just to name a few. investing in small biotech requires the need and desire to embrace uncomfortable situations. The feelings of torture, dismay and depression are all positive signs in today’s algo trading world. We have seen it time and time again but we have poor short term memories and forget the lessons. Enjoy and desire the need to bend over and get jacked in the a$shole. It means goodness is around the corner. 😌 btw. No margin please 🙏. Makes the above very difficult to see play out.
View on StockTwits ↗$PHAT Must read article if you are heavily invested here and feeling your weekend is coming and your mind is not on hugging you kids / grandkids/ dog or yourself but on your accounts. Investors in this particular ticker remind me of my $BAND and $ARWR and $MRNAbets just to name a few. investing in small biotech requires the need and desire to embrace uncomfortable situations. The feelings of torture, dismay and depression are all positive signs in today’s algo trading world. We have seen it time and time again but we have poor short term memories and forget the lessons. Enjoy and desire the need to bend over and get jacked in the a$shole. It means goodness is around the corner. 😌 btw. No margin please 🙏. Makes the above very difficult Last October must read. I owned many thousands of band and kept buying dips to the point where I created this imagine that every $13 share purchase was yielding a $30 return. Like robbing a bank 🏦 but it being socially acceptable
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@Jblack500 @cynicaloptimist @BustaCapital @IsabellaDC @WAJeff $FEIM $HPE $DELL w $BAND playing nice tune$
View on StockTwits ↗$BAND I'm going to go out on a limb and say the 1:1 meetings in NYC were positive
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